Our Team

Mark Reisbord

Mark is a Chartered Life Underwriter (CLU) and Investment Advisor Representative. He is owner, principal of M. Reisbord and Associates. Mark has been in the financial services industry for over 30 years and holds a number of securities and insurances licenses. He is a graduate of Santa Barbara College, and currently divides his time between his family, his work and his community. Mark serves on several civic committees and is involved with Kingsland Baptist Church. Mark has spent his career helping people plan for the retirement, especially through asset accumulation and distribution. Through experiment and education, Mark has gained a vast knowledge in business and estate tax issues enabling him to create solutions with a dynamic effect.

Mark Reisbord may be contacted at mreisbord@cfiemail.com


Jessica Perez

Administrative Assistant 

Jessica Perez may be contacted at jperez@cfiemail.com